Wealthspire Advisors (Maryland)’s Service Corp International SCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,259
| Closed | -$51K | – | 1757 |
|
|
2019
Q1 | $51K | Buy |
1,259
+685
| +119% | +$27.7K | ﹤0.01% | 886 |
|
|
2018
Q4 | $23K | Buy |
574
+74
| +15% | +$2.97K | ﹤0.01% | 1151 |
|
|
2018
Q3 | $22K | Sell |
500
-170
| -25% | -$7.48K | ﹤0.01% | 1273 |
|
|
2018
Q2 | $24K | Sell |
670
-20
| -3% | -$716 | ﹤0.01% | 1242 |
|
|
2018
Q1 | $26K | Sell |
690
-172
| -20% | -$6.48K | ﹤0.01% | 1211 |
|
|
2017
Q4 | $32K | Sell |
862
-94
| -10% | -$3.49K | ﹤0.01% | 1168 |
|
|
2017
Q3 | $33K | Sell |
956
-184
| -16% | -$6.35K | ﹤0.01% | 1117 |
|
|
2017
Q2 | $38K | Buy |
1,140
+31
| +3% | +$1.03K | ﹤0.01% | 1042 |
|
|
2017
Q1 | $34K | Buy |
1,109
+468
| +73% | +$14.3K | ﹤0.01% | 920 |
|
|
2016
Q4 | $18K | Buy |
641
+177
| +38% | +$4.97K | ﹤0.01% | 1056 |
|
|
2016
Q3 | $12K | Hold |
464
| – | – | ﹤0.01% | 1204 |
|
|
2016
Q2 | $13K | Hold |
464
| – | – | ﹤0.01% | 1139 |
|
|
2016
Q1 | $11K | Hold |
464
| – | – | ﹤0.01% | 1165 |
|
|
2015
Q4 | $12K | Buy |
+464
| New | +$12K | ﹤0.01% | 1152 |
|